MYLOGIQ
CompanyIQ®

Frequently Asked Questions

How Can We Help?

    SEC Disclosures

    1. a.
      SEC Filings are easily searchable through our SEC Disclosures & Compliance Module. Within this module, you can search for specific concepts using Boolean Operators in your keyword search.
    2. b.
      You can target:
      • 350+ Form Types
      • Specific Itemizations
      • Financial Footnotes
      • Exhibits
      • Contracts by Clauses.
    3. c.
      Use our advanced filters to identify companies by:
      • Peers
      • Index
      • Sector
      • Financial Metric
      • Location.
    4. d.
      Once you have your search results, you can save, export, set alerts, and apply advanced analytics filters.

  • a.
    Yes. Peer lists are easily created within our CompanyIQ® Modules. Begin by turning on Smart Search (above the Company Search Box). Then type in a company name to pull up the Quick Peers feature. This will show you which companies are listed as peers by your target company in their proxy. You will also find tabs here with peers of peers, companies in similar sectors, and companies which share directors with your target company.

  • a.
    Our AI models extract, collate, and structure text and data from all publicly available forms filed with the SEC (350+ form filings).

  • a.
    Proxy statements are available for searching within our SEC Disclosures Module. Simply type “DEF” in the Form Type search box to identify proxy statements.

  • a.
    CompanyIQ® sources its data from publicly available documents. These are primarily obtained from the SEC EDGAR database along with public company websites.

  • a.
    We have data available for all US public companies and some foreign filers. You can search for S&P 500 companies specifically by selecting that option below the Company Search box in the SEC Disclosures and Comment Letters Modules. Our additional modules also allow you to compare and benchmark intelligence from multiple indices, sectors, and custom peer lists.

  • a.
    CompanyIQ® keeps a mirror repository of the SEC EDGAR database, beginning with HTML filings as of 2001.

  • a.
    Yes. You can use our advanced filters to limit your keyword search to specific items, exhibits, financial footnotes, and contracts. You can also limit your keywords more specifically to an exhibit title or agreement header. In addition, you can apply your keywords in relation to dollar amounts, numbers, percentages, and tables. Turning on “Smart Forms” allows you to target specific items or footnotes from the basic search screen “Form Type” field.

    SEC Comment Letters

  • a.
    Our SEC Comment Letters module lets you search for keywords and concepts in SEC Comment Letters, in company responses and pushbacks, or by topic. Search results will always show the linked SEC Comment letter and company response side by side. You can also follow all rounds for a specific comment letter as well as identify cases of pushback where there are multiple rounds prior to the comment close.

  • a.
    From the basic search screen, click on the Advanced Tab. Then select the Literature filter. Here you will find filters for Accounting Standards Codifications, Updates, and Regulations.

  • a.
    Yes, SEC Comment Letters are the correspondence from the SEC to a company. Companies are given ten days to respond to SEC compliance comments.

  • a.
    No, the EDGAR CORRESP is where a company responds to the SEC’s comments.

  • a.
    Our SEC Comment Letters database threads multiple rounds comments and responses together to identify pushbacks by companies and comments by SEC examiners and the SEC Corp Fin Office.

  • a.
    The Advanced Filters for our SEC Comment Letters module include:
    • Company Filters
    • Form Filters
    • Literature
    • Pushback

    In each case, you can couple these filters with specific keywords and Boolean Operators.

  • a.
    The Boolean Operators that you can use are: quotation marks, parentheses, AND, OR. You can also apply your keywords specifically to tables, or to quantified text (in relation to dollar amounts, numbers, and percentages). Keyword searches are automatically stemmed, so there is no need to use “*” to find variations. Also, Proximity Operators are not required as our AI engine automatically searches for keywords in context, delivering that context as a preview paragraph in your search results.

  • a.
    Yes. You can use our advanced filter options to limit your keyword search to specific items, exhibits, financial footnotes, and contracts. You can also limit your keywords more specifically to an exhibit title or agreement header. In addition, you can apply your keywords in relation to dollar amounts, numbers, percentages, and tables. Turning on “Smart Forms” allows you to target specific items or footnotes from the basic search screen “Form Type” field.

    Executive & Director Compensation

  • a.
    For your selection of companies, indices, or sectors, we provide CEO to Median Employee Pay Ratios, as well as the Consistently Applied Compensation Measure (CASCM).

  • a.
    a. We have information from NEOs’ compensation. It usually includes transportation, executive aircraft perks, security, club memberships, and more.

  • a.
    Peer groups are easily created within our CompanyIQ® Modules. Begin by turning on Smart Peers (above the Company Search Box). Then type in a company name to pull up the Quick Peers feature. This will show you which companies are listed as peers by your target company in their proxy. You will also find tabs here with peers of peers, companies in similar sectors, and companies which share directors with your target company.

  • a.
    Our database contains information on:
    • Meeting Fees
    • Annual Retainer Fees in Cash and Equity
    • Appreciation Awards
    • Full Value Awards for Annualized Equity Grants.

  • a.
    Our Executive Compensation module includes:
    • Cash and equity compensation for the current year
    • Cash Compensation 3-Year Average:
      • Cash Compensation
      • Reported Salary
      • Target Bonus and Percentage
      • Target Total Cash Compensation
    • Equity Compensation 3-Year Average:
      • Time Vested Stock
      • Performance Vested Awards
      • Stock Options
      • Total LTI
      • LTI Multiple
    b.
    Our Pay Elements Report provides:
    • Salary, Bonus
    • Stock Awards
    • Stock Options
    • LTI
    • STI
    • Non-Equity Incentive Compensation
    • Change in Pension Value
    • All other Compensation (including Grants of Plan Based Awards Table)
    • Total Compensation.

  • a.
    Yes. See c-suite compensation above for further detail on execucomp.

  • a.
    Our data includes:
    • Stock Awards
    • Stock Options
    • Long-Term Incentive - LTI
    • Short-Term Incentive - STI
    • Non-Equity Incentive Compensation - NEIC
    • Non-Equity Incentive Plan Awards - NEIPA
    • Outstanding Equity Awards - OES
    • Option Exercises and Stock Vested - OESV
    • Outstanding Shares - OSS
    • Performance Stock Unis - PSU
    • Restricted Stock Unit - RSU

  • a.

    Within the Executive & Director Compensation Module, select the report titled "Pay Ratio: CEO to Median Employee Pay Ratios"

  • a.

    Yes, we provide all of the following Pay Elements for General Counsel, including:

    • Salary
    • Bonus
    • Stock Awards
    • Stock Options
    • LTI
    • STI
    • Non-Equity Incentive Compensation
    • Change in Pension Value
    • All Other Compensation
    • Total Compensation.

  • a.

    We use all of the following tables

    • All Other Compensation - AOC
    • Golden Parachute Compensation Table
    • Grants of Plan-Based Awards
    • Non-Qualified Deferred Compensation Table
    • Outstanding Equity Awards at Fiscal Year-End Table
    • Pay Versus Performance Table
    • Pension Benefits Table
    • Summary Compensation Table

    Corporate Governance

  • a.

    Within the Corporate Governance Module, there are several reports that offer statistics and benchmarking for board diversity:

    • Governance Practices.
      1.
      Datapoint for 1/3 female representation on board of directors.
    • Independent, Chair, Lead Director has datapoints for:
      1.
      Female Non-Executive Chair
      2.
      Female Lead Director
    • Board Composition:
      1.
      Percentage of Female Board Members
      2.
      Female Non-Independent Directors Female Independent Directors
      3.
      Female Independent Directors
    • Additional reports are available on diversity of tenure, age, and skillset.

  • Our Corporate Governance modules contains hundreds of datapoints on topics such as:

    • AI & Cybersecurity Oversight
    • Board Attendance
    • Board Committees
    • Board Composition
    • Board Diversity
    • Board Meeting Details
    • Board Tenure
    • Classified Board
    • CEO and Director Removal
    • CEO and Director Changes
    • CEO Incentive Pay Clawback
    • CEO Succession Plan
    • Cybersecurity Oversight
    • Director Age
    • Director Age Limits
    • Director & Executive Refreshment
    • Director Performance Review
    • Director Skills
    • Double Trigger
    • Executive CEO
    • Independent Chair
    • Independent Director
    • Lead Director
    • Non-Executive CEO
    • Overboarding
    • Pledging/Hedging Stocks
    • Poison Pill / Shareholder Rights Plan
    • Special Meetings
    • Supermajority Voting
    • Virtual Meetings
    • Voting Power / Structure
    • Written Consent

    Proxy Proposals

  • a.

    Our Proxy Proposals module contains data on shareholder proposal sponsors, activist investors, topics and subtopics, and vote outcomes.

  • a.

    Data from proxy season filings is available in real-time, within minutes of disclosure to the SEC EDGAR database.

  • a.

    They are organized by topic, subtopic, year, sponsor, and vote outcome in our Proxy Proposals module.

  • a.

    The Proxy Proposals module has source links to the original proxy statements, vote outcomes. All data is sorted by index: Dow 30, NASDAQ 100, S&P 100, S&P 400, S&P 500, S&P 600, Russell 1000, Russell 2000, and Russell 3000.

  • a.

    The database updates in real-time, within minutes of SEC EDGAR filings being completed.

  • a.
    The Proxy Proposal module contains datasets on:
    • Animal Welfare
    • Board Declassification
    • Board Diversity
    • Board Size
    • Bylaws
    • Charitable Contributions
    • Climate Change
    • Contested Director Elections
    • Cumulative Voting
    • Director Nominations
    • Diversity, Equity, and Inclusion (DEI)
    • Drug Pricing
    • ESG
    • Equal Vote per Share
    • Executive Compensation
    • Human Rights
    • Independent Board Chair
    • Lobbying
    • Majority Voting Rights
    • Political Activity
    • Proxy Access
    • Say on Pay
    • Special Meeting Rights
    • Supermajority Vote Removal
    • Voting Power / Structure
    • Written Consent

  • a.
    The CompanyIQ® platform provides:
    • For Votes
    • Against Votes
    • Abstain Votes
    • Withheld Votes
    • Broker Non-Votes
    • As-Reported 8-K Vote Outcome

    Corporate Documents & Reports

  • a.
    The Corporate Documents & Reports module contains information on:
    • Animal Welfare Policies
    • Anti-Fraud Polices
    • Articles of Incorporation
    • Artificial Intelligence (AI)
    • Audit Committees Charters
    • Bylaws
    • Clawback Policy
    • Climate Change Policies
    • Code of Conduct Policies
    • Code of Ethics Policies
    • Compensation Committees Charters
    • Conflict of Interest Policies
    • Corporate Governance Committee Charters
    • Cybersecurity and Data Privacy Policies
    • Director Independence
    • Diversity, Equity, & Inclusion (DEI) Policies
    • Employment Policies
    • ESG Policies
    • Export and Import Policy
    • Finance Committee Charters
    • Golden Parachute Policies
    • Governance Committees Charters
    • Human Rights Policies
    • Nominating Committees Charters
    • Overboarding Policies
    • Poison Pill Policies
    • Risk Committees Policies
    • Sexual Harassment Policies
    • Tax Policies
    • Technology Committees Charters
    • Trade Policies
    • Whistleblower Policies

  • a.

    SEC EDGAR filings and corporate websites.

  • a.
    The Corporate Documents & Reports module contains links and downloads of company charters.

  • a.
    All standing and special committees are available in the Corporate Documents & Reports module.

  • a.
    The Corporate Documents & Reports module contains all ESG policies and reports, climate change policies and reports, and sustainability policies and reports. All of these are searchable by keyword.

    Risk Factors, MD&A, and FASB Accounting Standards Disclosures

  • Item 503(c) of Regulation S-K is one of the SEC regulations on risk factors. Our Risk Factors database contains information from company Form 10-K filings on:

    • Artificial Intelligence - AI
    • Brexit
    • Capital Markets and Economic Conditions
    • Climate Change
    • Company Reputation
    • Competitive Landscape
    • Consumer Power
    • Corporate Finance and Operations
    • Corporate Growth Strategies
    • COVID
    • Cybersecurity
    • Debt and Agreement
    • Energy and Natural Resources
    • Environmental
    • Governance Matters
    • Government and Regulation
    • Human Capital and Labor Relations
    • Innovation and Competitiveness
    • Investment Portfolio
    • Key Personnel
    • Limitations
    • Litigation and Legal Liabilities
    • Natural and Human Disruptions
    • Security of Physical Assets
    • Shares
    • Spinoff
    • Supply Chain and Third Party
    • Tariffs
    • Volatile Stock

  • Our database contains information from 10-K annual and 10-Q quarterly report filings with the SEC.

  • a.
    We maintain all years of FASB ASU data, including:
    • ASU 2025-02 - Topic 326 - Credit Losses
    • ASU 2025-01 - Topic 220 - Income Statement—Reporting Comprehensive Income—Expense Disaggregation Disclosures
    • ASU 2023-07 - Topic 280 - Segment Reporting
    • ASU 2023-01 - Topic 840 - Leases
    • ASU 2022-04 - Topic 405 - Liabilities—Supplier Finance Programs
    • ASU 2021-09 - Topic 842 - Leases
    • ASU 2021-03 - Topic 350 - Intangibles—Goodwill and Other—Crypto Assets
    • ASU 2020-05 - Topic 606 - Revenue from Contracts with Customers
    • ASU 2017-13 - Topic 605 - Revenue Recognition
    b.
    We have data on the following 100+ ASUs issued by FASB since 2009:

  • ASUTopic
    1) ASU 2009-01 Generally Accepted Accounting Principles (GAAP)
    2) ASU 2009-02 Technical Corrections
    3) ASU 2009-03 Technical Amendments
    4) ASU 2009-04 Accounting for Redeemable Equity Instruments
    5) ASU 2009-05 Fair Value Measurements
    6) ASU 2009-06 Income Taxes
    7) ASU 2009-07 Accounting for Various Topics
    8) ASU 2009-08 Earnings Per Share (EPS)
    9) ASU 2009-09 Investments
    10) ASU 2009-10 Financial Services
    11) ASU 2009-11 Extractive Activities
    12) ASU 2009-12 Fair Value Measurements
    13) ASU 2009-13 Revenue Recognition
    14) ASU 2009-14 Software
    15) ASU 2009-15 Accounting for Own-Share Lending Arrangements
    16) ASU 2009-16 Transfers and Servicing
    17) ASU 2009-17 Consolidation

  • ASUTopic
    1) ASU 2010-01 Equity  
    2) ASU 2010-02 Consolidation  
    3) ASU 2010-03 Extractive Activities  
    4) ASU 2010-04 Accounting for Various Topics  
    5) ASU 2010-05 Compensation  
    6) ASU 2010-06 Fair Value Measurements  
    7) ASU 2010-07 Not-For-Profit Entities  
    8) ASU 2010-08 Technical Corrections  
    9) ASU 2010-09 Subsequent Events  
    10) ASU 2010-10 Consolidation  
    11) ASU 2010-11 Derivatives and Hedging  
    12) ASU 2010-12 Income Taxes  
    13) ASU 2010-13 Compensation  
    14) ASU 2010-14 Extractive Activities  
    15) ASU 2010-15 Financial Services  
    16) ASU 2010-16 Entertainment  
    17) ASU 2010-17 Revenue Recognition  
    18) ASU 2010-18 Receivables  
    19) ASU 2010-19 Foreign Currency  
    20) ASU 2010-20 Receivables  
    21) ASU 2010-21 Technical Amendments  
    22) ASU 2010-22 Accounting for Various Topics  
    23) ASU 2010-23 Health Care Entities  
    24) ASU 2010-24 Health Care Entities  
    25) ASU 2010-25 Plan Accounting  
    26) ASU 2010-26 Financial Services  
    27) ASU 2010-27 Other Expenses  
    28) ASU 2010-28 Intangibles-Goodwill and Other  
    29) ASU 2010-29 Business Combinations  

  • ASUTopic
    1) ASU 2011-01 Receivables  
    2) ASU 2011-02 Receivables  
    3) ASU 2011-03 Transfers and Servicing  
    4) ASU 2011-04 Fair Value Measurements  
    5) ASU 2011-05 Comprehensive Income  
    6) ASU 2011-06 Other Expenses  
    7) ASU 2011-07 Health Care Entities  
    8) ASU 2011-08 Intangibles-Goodwill and Other  
    9) ASU 2011-09 Compensation  
    10) ASU 2011-10 Property, Plant, and Equipment  
    11) ASU 2011-11 Balance Sheet  
    12) ASU 2011-12 Comprehensive Income  

  • ASUTopic
    1) ASU 2012-01 Health Care Entities  
    2) ASU 2012-02 Intangibles-Goodwill and Other  
    3) ASU 2012-03 Technical Amendments  
    4) ASU 2012-04 Technical Corrections  
    5) ASU 2012-05 Cash Flows  
    6) ASU 2012-06 Business Combinations  
    7) ASU 2012-07 Entertainment  

  • ASUTopic
    1) ASU 2013-01 Balance Sheet  
    2) ASU 2013-02 Comprehensive Income  
    3) ASU 2013-03 Financial Instruments  
    4) ASU 2013-04 Liabilities  
    5) ASU 2013-05 Foreign Currency  
    6) ASU 2013-06 Not-For-Profit Entities  
    7) ASU 2013-07 Presentation of Financial Statements  
    8) ASU 2013-08 Financial Services  
    9) ASU 2013-09 Fair Value Measurements  
    10) ASU 2013-10 Derivatives and Hedging  
    11) ASU 2013-11 Income Taxes  
    12) ASU 2013-12 Public Business Entity  

  • ASUTopic
    1) ASU 2014-01 Investments  
    2) ASU 2014-02 Intangibles-Goodwill and Other  
    3) ASU 2014-03 Derivatives and Hedging  
    4) ASU 2014-04 Receivables  
    5) ASU 2014-05 Service Concession Arrangements  
    6) ASU 2014-06 Technical Corrections  
    7) ASU 2014-07 Consolidation  
    8) ASU 2014-08 Presentation of Financial Statements  
    9) ASU 2014-09 Revenue from Contracts  
    10) ASU 2014-10 Development Stage Entities  
    11) ASU 2014-11 Transfers and Servicing  
    12) ASU 2014-12 Compensation  
    13) ASU 2014-13 Consolidation  
    14) ASU 2014-14 Receivables  
    15) ASU 2014-15 Presentation of Financial Statements  
    16) ASU 2014-16 Derivatives and Hedging  
    17) ASU 2014-17 Business Combinations  

  • ASUTopic
    1) ASU 2015-01 Income Statement  
    2) ASU 2015-02 Consolidation  
    3) ASU 2015-03 Interest  
    4) ASU 2015-04 Compensation  
    5) ASU 2015-05 Intangibles-Goodwill and Other  
    6) ASU 2015-06 Earnings Per Share (EPS)  
    7) ASU 2015-07 Fair Value Measurements  
    8) ASU 2015-08 Business Combinations  
    9) ASU 2015-09 Financial Services  
    10) ASU 2015-10 Technical Corrections  
    11) ASU 2015-11 Inventory  
    12) ASU 2015-12 Plan Accounting/Defined Contribution Pension Plans/Health and Welfare Benefit Plans  
    13) ASU 2015-13 Derivatives and Hedging  
    14) ASU 2015-14 Revenue from Contracts  
    15) ASU 2015-15 Interest  
    16) ASU 2015-16 Business Combinations  
    17) ASU 2015-17 Income Taxes  

  • ASUTopic
    1) ASU 2016-01 Financial Instruments  
    2) ASU 2016-02 Leases  
    3) ASU 2016-03 Intangibles-Goodwill and Other/Business Combinations/Consolidation/Derivatives and Hedging  
    4) ASU 2016-04 Liabilities  
    5) ASU 2016-05 Derivatives and Hedging  
    6) ASU 2016-06 Derivatives and Hedging  
    7) ASU 2016-07 Investments  
    8) ASU 2016-08 Revenue from Contracts  
    9) ASU 2016-09 Compensation  
    10) ASU 2016-10 Revenue from Contracts  
    11) ASU 2016-11 Revenue Recognition/Derivatives and Hedging  
    12) ASU 2016-12 Revenue from Contracts  
    13) ASU 2016-13 Credit Losses  
    14) ASU 2016-14 Not-For-Profit Entities  
    15) ASU 2016-15 Cash Flows  
    16) ASU 2016-16 Income Taxes  
    17) ASU 2016-17 Consolidation  
    18) ASU 2016-18 Cash Flows  
    19) ASU 2016-19 Technical Corrections  
    20) ASU 2016-20 Revenue from Contracts  

  • ASUTopic
    1) ASU 2017-01 Business Combinations  
    2) ASU 2017-02 Not-For-Profit Entities  
    3) ASU 2017-03 Accounting Changes and Error Corrections/Investments  
    4) ASU 2017-04 Intangibles-Goodwill and Other  
    5) ASU 2017-05 Other Income  
    6) ASU 2017-06 Plan Accounting  
    7) ASU 2017-07 Compensation  
    8) ASU 2017-08 Receivables  
    9) ASU 2017-09 Compensation  
    10) ASU 2017-10 Service Concession Arrangements  
    11) ASU 2017-11 Earnings per Share (EPS)/Equity/Derivatives and Hedging  
    12) ASU 2017-12 Derivatives and Hedging  
    13) ASU 2017-13 Revenue Recognition/Revenue from Contracts/Leases  
    14) ASU 2017-14 Income Statement/Revenue Recognition/Revenue from Contracts  
    15) ASU 2017-15 U.S. Steamship Engines  

  • ASUTopic
    1) ASU 2018-01 Leases  
    2) ASU 2018-02 Tax Cuts and Jobs Act  
    3) ASU 2018-03 Financial Instruments  
    4) ASU 2018-04 Investments/Regulated Operations  
    5) ASU 2018-05 Income Taxes  
    6) ASU 2018-06 Financial Services  
    7) ASU 2018-07 Compensation  
    8) ASU 2018-08 Not-For-Profit Entities  
    9) ASU 2018-09 Codification Improvements  
    10) ASU 2018-10 Leases  
    11) ASU 2018-11 Leases  
    12) ASU 2018-12 Financial Services  
    13) ASU 2018-13 Fair Value Measurements  
    14) ASU 2018-14 Compensation  
    15) ASU 2018-15 Intangibles-Goodwill and Other  
    16) ASU 2018-16 Derivatives and Hedging  
    17) ASU 2018-17 Consolidation  
    18) ASU 2018-18 Collaborative Arrangements  
    19) ASU 2018-19 Financial Instruments  
    20) ASU 2018-20 Leases  

  • ASUTopic
    1) ASU 2019-01 Leases  
    2) ASU 2019-02 Film Costs  
    3) ASU 2019-03 Not-For-Profit Entities  
    4) ASU 2019-04 Codification  
    5) ASU 2019-05 Financial Instruments  
    6) ASU 2019-06 Intangibles-Goodwill and Other/Business Combinations/Not-for-Profit Entities  
    7) ASU 2019-07 Codification Improvements  
    8) ASU 2019-08 Compensation/Revenue from Contracts  
    9) ASU 2019-09 Financial Services  
    10) ASU 2019-10 Financial Instruments  
    11) ASU 2019-11 Codification  
    12) ASU 2019-12 Income Taxes  

  • ASUTopic
    1) ASU 2020-01 Investments/Derivatives and Hedging  
    2) ASU 2020-02 Financial Instruments  
    3) ASU 2020-03 Codification  
    4) ASU 2020-04 Reference Rate Reform  
    5) ASU 2020-05 Revenue/Leases  
    6) ASU 2020-06 Debt/Derivatives and Hedging  
    7) ASU 2020-07 Not-For-Profit Entities  
    8) ASU 2020-08 Codification  
    9) ASU 2020-09 Debt  
    10) ASU 2020-10 Codification Improvements  
    11) ASU 2020-11 Financial Services  

  • ASUTopic
    1) ASU 2021-01 Reference Rate Reform  
    2) ASU 2021-02 Franchisors  
    3) ASU 2021-03 Intangibles-Goodwill and Other  
    4) ASU 2021-04 Earnings per Share (EPS)/Debt/Compensation/Derivatives and Hedging  
    5) ASU 2021-05 Leases  
    6) ASU 2021-06 Presentation of Financial Statements/Financial Services  
    7) ASU 2021-07 Compensation  
    8) ASU 2021-08 Business Combinations  
    9) ASU 2021-09 Leases  
    10) ASU 2021-10 Government Assistance  

  • ASUTopic
    1) ASU 2022-01 Derivatives and Hedging  
    2) ASU 2022-02 Financial Instruments  
    3) ASU 2022-03 Fair Value Measurements  
    4) ASU 2022-04 Liabilities  
    5) ASU 2022-05 Financial Services  
    6) ASU 2022-06 Reference Rate Reform  

  • ASUTopic
    1) ASU 2023-01 Leases  
    2) ASU 2023-02 Investments  
    3) ASU 2023-03 Presentation of Financial Statements/Income/Liabilities/Equity/Compensation  
    4) ASU 2023-04 Liabilities  
    5) ASU 2023-05 Business Combinations  
    6) ASU 2023-06 Disclosure Improvements  
    7) ASU 2023-07 Segment Reporting  
    8) ASU 2023-08 Intangibles-Goodwill and Other  
    9) ASU 2023-09 Income Taxes  

  • ASUTopic
    1) ASU 2024-01 Compensation  
    2) ASU 2024-02 Codification Improvements  
    3) ASU 2024-03 Disaggregation of Income Statement Expenses  
    4) ASU 2024-04 Debt  

  • ASUTopic
    1) ASU 2025-01 Disaggregation of Income Statement Expenses  
    2) ASU 2025-02 Liabilities  
    3) ASU 2025-03 Business Combinations  
    4) ASU 2025-04 Compensation  

  • In this Module, we provide textual analytics on disclosures made within MD&A in 10-Ks and 10-Qs. We benchmark disclosures within MD&A by FASB accounting standards, recent accounting pronouncements, and other items.

      • Audit Fees & SOX

    • a.
      Our database contains information on audit fees paid by public companies to all the public accounting firms by year and by index, including Dow 30, S&P 100, S&P 400, S&P 500, Russell 1000, Russell 2000, and Russell 3000.

    • a.
      Our database contains information on auditor ratification votes for the past eight years.

    • a.
      Our database provides information on changes in audit fees for emerging growth companies (EGC) after SOX adoption.

    • a.
      Our database provides audit fees, tax frees, and all other audit related fees.

    • a.
      Our database contains information on:
      • ICFR Effectiveness/Ineffectiveness
      • Material Weaknesses
      • SOX-302
      • SOX-404
      • Internal Control in Financial Reporting Weaknesses and Remedies.

      Custom Research Sevices

    • a.
      Our CompanyIQ® platform contains tens of thousands of datapints, including by index, by sector, by year, by time series, by topic, by auditor, by outside counsel, and by SEC Corporate Finance Office.
      b.
      If it’s disclosed, our SEC filings database will have it.

    • a.
      We can customize to your output needs in any of the following formats:
      • API
      • CSV
      • Excel
      • JSON
      • PDF
      • Word.
      b.
      We can populate to your custom templates.